Bitcoin DATs leverage debt at record rates as Charles Edwards flags unsustainable yield model, with BTC at $61455.82 on 4h chart.

KelpDAO faces $123.7M to $230.1M rsETH bad debt on Aave with two scenarios; Ethereum Core hit hardest in uniform case, L2s isolated in second amid LayerZero legal fallout.

According to @LexSokolin, Oracle shifted from AI champion to an AI hedge as traders avoid shorting NVIDIA to prevent getting steamrolled, making ORCL a proxy short on the AI boom due to its sizable debt and heavy OpenAI exposure, source: @LexSokolin. He notes that this positioning reflects a preference to express bearish AI sentiment via Oracle’s balance-sheet risk and OpenAI linkage rather than via NVDA, source: @LexSokolin.